|
1201
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
–
|
-$201K
|
-2,128
|
Closed
|
|
|
1202
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$200K
|
-2,119
|
Closed
|
|
|
1203
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
–
|
-$200K
|
-2,118
|
Closed
|
|
|
1204
|
|
–
|
-$159K
|
-1,687
|
Closed
|
|
|
1205
|
tru Independence
Portland,
Oregon
|
–
|
-$158
|
-1,675
|
Closed
|
|
|
1206
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$152K
|
-1,605
|
Closed
|
|
|
1207
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$129K
|
-1,368
|
Closed
|
|
|
1208
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$126K
|
-1,342
|
Closed
|
|
|
1209
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
–
|
-$114K
|
-1,210
|
Closed
|
|
|
1210
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$103K
|
-1,088
|
Closed
|
|
|
1211
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$86K
|
-906
|
Closed
|
|
|
1212
|
Payden & Rygel
Los Angeles,
California
|
–
|
-$83K
|
-876
|
Closed
|
|
|
1213
|
Tru Independence Asset Management 2
Portland,
Oregon
|
–
|
-$77K
|
-818
|
Closed
|
|
|
1214
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$61K
|
-649
|
Closed
|
|
|
1215
|
Ashburton (Jersey)
St Helier,
Jersey
|
–
|
-$57K
|
-608
|
Closed
|
|
|
1216
|
Elm Advisors
Burlingame,
California
|
–
|
-$45K
|
-475
|
Closed
|
|
|
1217
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$42K
|
-445
|
Closed
|
|
|
1218
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
–
|
-$42K
|
-443
|
Closed
|
|
|
1219
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$37K
|
-400
|
Closed
|
|
|
1220
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$34K
|
-358
|
Closed
|
|
|
1221
|
Islay Capital Management
Lubbock,
Texas
|
–
|
-$24K
|
-250
|
Closed
|
|
|
1222
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
–
|
-$21K
|
-220
|
Closed
|
|
|
1223
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
–
|
-$20K
|
-210
|
Closed
|
|
|
1224
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$19K
|
-206
|
Closed
|
|
|
1225
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$13K
|
-142
|
Closed
|
|
